Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
244: CEO Day Retreat Results & How I am Implementing Major Pivots in My Business (and you can too!) - Part 2
What would happen if you hit pause, took a step back, and gave yourself the time and space to reimagine your business?
In this week’s episode of The Efficient Advisor, I’m sharing the results of my CEO Day Retreat—a two-day intensive that reshaped how I’ll approach 2025. For financial advisors, it’s easy to get stuck in the grind of daily operations, but what if you took a moment to ask: *Is this business serving my goals and my life the way I want it to?*
Whether you’ve already planned your year or feel like you’re winging it, this episode is packed with actionable ideas you can use to…
The skinny
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